CRM
An option exists within every CRM company, Customer and Vehicle record that allows the evaluation of after-sales revenue. This analysis can be accessed fr...
Wed, 11 Aug, 2021 at 10:29 AM
Creating, following up and closing a contact Creating Following up or Closing a Contact Creating a contact To create a contact for a customer you fir...
Wed, 11 Aug, 2021 at 10:34 AM
This process involves four steps: 1. Identify Duplicate Vehicle Records 2. Merge the Vehicle Records 3. Confirm No Work in Progress 4. Flag Vehicle for Dele...
Sat, 14 Aug, 2021 at 9:51 AM
Changes to the MB CSI Service Data extract Objective: To be able to have a more granular view of the data and to delineate between the registered be...
Thu, 2 Dec, 2021 at 3:58 PM
Some sites do not wish to use and follow the full Autoline Loan vehicle process of checking in and out loan vehicles and printing agreements. They may for ...
Mon, 28 Mar, 2022 at 3:52 PM
There are situations when you need to move a customer from one branch to another. This article explains the steps you need to move a customer to another bra...
Thu, 20 Apr, 2023 at 3:41 PM
In order to create a Loan Car - you would need to create a vehicle - follow these steps before being able to create a vehicle. https://learnsystime.aux...
Mon, 16 Oct, 2023 at 10:03 AM
Case files display selected information about company, customer or vehicle records, when they are loaded or if the 'Case file' options is selected f...
Thu, 5 Oct, 2023 at 3:52 PM
Your event file is almost at capacity and you receive a CRM Stats error when opening CRM. You can elect to summaries your event file by running the Cr...
Tue, 30 Jan, 2024 at 9:59 AM
There are many places within Autoline where you can send SMS messages - eg CRM Customer record / Point-of-sale Customers have asked in the past can I send ...
Tue, 3 Sep, 2024 at 5:09 PM